Wealth Plan Investment Management, LLC Brown & Brown, Inc. Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 105,895 shares of BRO stock, worth $9.49 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
105,895Holding current value
$9.49 Million% of portfolio
1.57%Shares
1 transactions
Others Institutions Holding BRO
# of Institutions
727Shares Held
204MCall Options Held
81.3KPut Options Held
19.6K-
Vanguard Group Inc Valley Forge, PA28.4MShares$2.54 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.49 Billion0.03% of portfolio
-
Select Equity Group, L.P. New York, NY13.6MShares$1.22 Billion4.43% of portfolio
-
Principal Financial Group Inc Des Moines, IA12.7MShares$1.14 Billion0.69% of portfolio
-
State Street Corp Boston, MA10.8MShares$971 Million0.04% of portfolio
About BROWN & BROWN, INC.
- Ticker BRO
- Exchange NYSE
- Sector Financial Services
- Industry Insurance Brokers
- Shares Outstandng 282,454,016
- Market Cap $25.3B
- Description
- Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, Ireland, the United Kingdom, and the Cayman Islands. It operates through four segments: Retail, National Programs, Wholesale Brokerage, and Services. The Retail segment offers property and casualty, employee benefits insurance product...